+1,511.3%
META vs SYY
+313.8%
+1,197.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.3% | +0.3% |
| 7D | -0.8% | -7.3% | +6.5% | +1.0% |
| 30D | -15.4% | +0.1% | -15.5% | -15.7% |
| 3M | +3.5% | -8.2% | +11.7% | +5.5% |
| 6M | -0.3% | +6.3% | -6.5% | -2.6% |
| YTD | -7.3% | +7.3% | -14.7% | -10.7% |
| 1Y | -1.1% | +8.5% | -9.6% | -5.1% |
| 3Y | +95.1% | +24.9% | +70.1% | +76.4% |
| 5Y | +80.6% | +8.0% | +72.5% | +71.1% |
| 10Y | +410.1% | +107.2% | +302.9% | +271.4% |
| All | +1,511.3% | +313.8% | +1,197.5% | +935.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SYY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling